EPSBvsEZMETF Comparison
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Harbor SMID Cap Core ETF (EPSB) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. EPSB's top 3 sector exposures are Industrials, Finance and Technology. In contrast, EZM's top sector exposures are Finance, Industrials and Technology. EPSB is more expensive with a Total Expense Ratio (TER) of 0.88%, versus 0.38% for EZM. EPSB is up 20.36% year-to-date (YTD) with - in YTD flows. EZM performs worse with 13.79% YTD performance, and +$18M in YTD flows. Run a side-by-side ETF comparison of EPSB and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EPSB vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPSB EZM | -0.36%+1.04% | +2.63%+5.10% | +20.36%+13.79% | +24.57%+20.17% | n/a+43.41% | n/a+55.93% |
| Flows | EPSB EZM | -+$8M | -+$11M | -+$18M | +$584K+$10K | --$94M | --$87M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPSB EZM | +14.85%+12.63% | +15.23%+14.45% | n/a+18.14% | n/a+20.17% |
| Max drawdown | EPSB EZM | -3.97%-3.42% | -8.47%-8.88% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | EPSB EZM | 19d16d | 49d65d | n/a372d | n/a372d |
Trading data
EPSB | EZM | |
Last sale 7/27/2026 at 1:30 PM | $27.46 | $75.85 |
| Previous close 07/24/2026 | $27.30 | $75.59 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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EPSB
is actively managed and doesn’t replicate an indexEPSB | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/27/2026 at 1:30 PM
Live
Closed
EPSB | EZM | |
|---|---|---|
| Last price | $27.46 | $75.85 |
| 1D performance | +0.58% | +0.35% |
| AuM | $4.78 M | $935.96 M |
| E/R | 0.88% | 0.38% |
Characteristics
EPSB | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Harbor Capital | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 56 | 861 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2025 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
EPSB
USA
97.77%
Other
2.23%
EZM
USA
96.24%
Other
3.76%
Sectors
EPSB
Industrials
25.27%
Finance
21.85%
Technology
15.17%
Non-Energy Materi.
10.12%
Healthcare
8.27%
Other
19.32%
EZM
Finance
24.83%
Industrials
13.97%
Technology
12.2%
Healthcare
10.07%
Consumer Cyclical.
8.63%
Non-Energy Materi.
7.59%
Other
22.7%
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Diversification
EPSB
Total weight of top 15 holdings out of 15
39.03%
EZM
Total weight of top 15 holdings out of 15
10.83%
Top 15 holdings
Data as of June 30, 2026
EPSB
Woodward, Inc.
3.76%
Moog, Inc.
3.68%
Archrock, Inc.
3.30%
FormFactor, Inc.
2.85%
Ryder System, Inc.
2.79%
Teledyne Technologies, Inc.
2.64%
Valmont Industries, Inc.
2.52%
Arrow Electronics, Inc.
2.28%
BorgWarner, Inc.
2.25%
Snap-On, Inc.
2.25%
Reinsurance Group of America, Inc.
2.19%
CBRE Group, Inc.
2.17%
Monolithic Power Systems, Inc.
2.13%
GATX Corp.
2.13%
FirstCash Holdings, Inc.
2.10%
EZM
Viatris, Inc.
1.39%
CF Industries Holdings, Inc.
0.80%
TD SYNNEX Corp.
0.80%
Sterling Infrastructure, Inc.
0.76%
RenaissanceRe Holdings Ltd.
0.72%
APA Corp.
0.69%
Entegris, Inc.
0.69%
Ovintiv, Inc.
0.69%
BorgWarner, Inc.
0.68%
The AES Corp.
0.67%
Franklin Resources, Inc.
0.60%
Globe Life, Inc.
0.59%
DaVita, Inc.
0.59%
Lattice Semiconductor Corp.
0.58%
SiriusXM Holdings, Inc.
0.56%
Frequently asked questions about EPSB and EZM
How have the EPSB and EZM ETFs performed in 2026?
As of July 24, 2026, EPSB is up 20.36% year-to-date (YTD), while EZM has returned 13.79%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: EPSB or EZM?
Year-to-date, the EPSB ETF saw - in flows, compared to +$18M for EZM.
Which ETF is more volatile: EPSB or EZM?
Over the past year, EPSB had a volatility of 15.23%, while EZM experienced 14.45%.
Which ETF is bigger: EPSB or EZM?
As of July 24, 2026, EPSB holds $4.78 M in assets under management (AUM), while EZM manages $935.96 M.
What sectors do the EPSB and EZM ETFs invest in?
EPSB leans toward sectors like Industrials, Finance and Technology. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the EPSB ETF and EZM ETF?
EPSB top holdings include Woodward, Inc., Moog, Inc. and Archrock, Inc.. EZM holds in its top three: Viatris, Inc., CF Industries Holdings, Inc. and TD SYNNEX Corp..
Which ETF is more diversified: EPSB or EZM?
EPSB holds 56 securities with 39.03% of its assets in the top 15. EZM has 866 securities and a top 15 weight of 10.83%.
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Latest news about EPSB & EZM
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